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Baron Financial Group’s Empire State Realty Series ES ESBA Stock Holding History

Baron Financial Group’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-650
Closed -$7.83K – 229
2021
Q2 		$7.83K Hold
650
– – ﹤0.01% 179
2021
Q1 		$7.2K Hold
650
– – 0.01% 181
2020
Q4 		$5.94K Hold
650
– – ﹤0.01% 197
2020
Q3 		$3.94K Buy
+650
New +$4.19K ﹤0.01% 216

Other funds holding ESBA

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Baron Financial Group's ESBA Position: Q3 2021 in Review

Baron Financial Group sold out of Empire State Realty Series ES (ESBA) in Q3 2021, closing a stake of 650 shares — an estimated $7.83K sold.

Baron Financial Group first reported a position in ESBA in Q3 2020 and held it in 4 quarters. The position peaked at $7.83K in Q2 2021. 33 funds tracked by Wall St. Rank hold ESBA as of Q3 2021.

  • Baron Financial Group reported no remaining Empire State Realty Series ES position as of Q3 2021 after selling out during the quarter.
  • Baron Financial Group sold 650 Empire State Realty Series ES shares in Q3 2021, an estimated $7.83K.
  • Baron Financial Group first reported a position in Empire State Realty Series ES in Q3 2020 and held it in 4 quarters.
  • Baron Financial Group's Empire State Realty Series ES position peaked at $7.83K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2021.

Based on Baron Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.